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FineMark National Bank & Trust’s Affiliated Managers Group AMG Stock Holding History

FineMark National Bank & Trust’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-87
Closed -$13K – 401
2016
Q4 		$13K Buy
87
+35
+67% +$5.08K ﹤0.01% 898
2016
Q3 		$8K Sell
52
-85
-62% -$12.2K ﹤0.01% 975
2016
Q2 		$19K Buy
+137
New +$22.4K ﹤0.01% 829
2016
Q1 		– Sell
-233
Closed -$37K – 1296
2015
Q4 		$37K Sell
233
-10
-4% -$1.72K ﹤0.01% 666
2015
Q3 		$42K Sell
243
-229
-49% -$45K 0.01% 665
2015
Q2 		$103K Sell
472
-101
-18% -$22.5K 0.01% 479
2015
Q1 		$124K Buy
573
+15
+3% +$3.17K 0.02% 431
2014
Q4 		$119K Sell
558
-179
-24% -$35.6K 0.02% 453
2014
Q3 		$148K Buy
737
+272
+58% +$55.5K 0.02% 387
2014
Q2 		$95K Buy
465
+121
+35% +$23.4K 0.02% 482
2014
Q1 		$69K Buy
344
+12
+4% +$2.36K 0.01% 532
2013
Q4 		$72K Sell
332
-3
-0.9% -$599 0.01% 498
2013
Q3 		$62K Buy
335
+137
+69% +$24.3K 0.02% 526
2013
Q2 		$32K Buy
+198
New +$31.3K 0.01% 656

Other funds holding AMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

FineMark National Bank & Trust's AMG Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Affiliated Managers Group (AMG) in Q1 2017, closing a stake of 87 shares — an estimated $13K sold.

FineMark National Bank & Trust first reported a position in AMG in Q2 2013 and held it in 14 quarters. The position peaked at $148K in Q3 2014. 513 funds tracked by Wall St. Rank hold AMG as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Affiliated Managers Group position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 87 Affiliated Managers Group shares in Q1 2017, an estimated $13K.
  • FineMark National Bank & Trust first reported a position in Affiliated Managers Group in Q2 2013 and held it in 14 quarters.
  • FineMark National Bank & Trust's Affiliated Managers Group position peaked at $148K in Q3 2014.
  • 513 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.